Robert Lenertz is a financial advisor at SPC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities and LPL Financial. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice primarily through the SIGMA Managed Account and other account programs.

Forest Busby Jr. is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and J.P. Morgan Securities. Busby also serves as Vice President of Woodforest Wealth Strategies, an affiliate of Woodforest National Bank. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs.

Cyriac Abraham is a financial advisor with Guardian Life in Cypress, TX, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He previously worked at UBS Financial Services Inc. before joining Guardian Life in 2019. Guardian Life's Park Avenue® Wealth Management is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs using a range of proprietary and third-party strategies.

Joseph Vinson is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at several firms including Regal Investment Advisors, National Planning Holdings, and InsurMark. Vinson is also the owner of Vinson Financial Group, LLC, through which he conducts insurance sales and services, including Medicare supplement offerings. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing a range of investment strategies implemented primarily through discretionary models.

Graham Clement is a financial advisor with Planmember Securities Corporation in Houston, TX, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been associated with Planmember since 2014 and also operates Moeybea Wealth Management, doing business as Lone Star Financial, providing investment and insurance sales and services. Prior to this, he worked at Texas Infinite Wealth Planners from 2014 to 2018. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Matt Mc Intosh is a CFP® credentialed financial advisor with 10 years of industry experience at Brookstone Capital Management LLC in Houston, TX. He has been with Brookstone since 2016. Outside of advising, he is involved in insurance and annuity sales through multiple carriers. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies, including strategic and dynamic asset allocation models, and offers portfolio management through its turnkey platform and wrap-fee program.

Emma Wheeler is a CFP® professional with eight years of industry experience, currently affiliated with TLG Advisors, Inc. She has been associated with Leaders Financial Group of Texas and The Leaders Group, Inc. since 2017 and previously worked at Tom James from 2013 to 2017. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm focuses on manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a direct-to-consumer digital program called Starlight Portfolios.

William Lynch is a financial advisor at OSAIC Advisory Services, LLC with a Series 66 designation. He has experience in the industry dating back to 2019, including roles at National Life Group, 1st American Pension Services, and Schroeder Wealth Advisors. Prior to entering the financial sector, he worked at Mr. Jim's Pizza for three years. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Michael Lancaster is a CFP® professional based in Houston, TX, with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and its affiliated entities since 2025. Prior to that, he spent a decade with Raymond James Financial Services and Lancaster Wealth Management. He has ownership in a non-investment related support company associated with his practice. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

Henry Kettler is a CFP® professional with 4 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Triad Advisors and Integrated Financial. He also assists financial advisors as an advisory associate at Robare & Jones Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and access to alternative investments through various advisory programs.

Benjamin Brockman is a financial advisor with Eagle Strategies (New York Life) based in The Woodlands, TX, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been associated with Eagle Strategies since 2015 and operates Brockman & Associates, a firm focused on selling New York Life products and brokering non-registered insurance products. Brockman is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Luz Velasquez is a financial advisor at PNC Wealth Management with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill and J.P. Morgan Private Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online portfolio strategy offering for employees that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Oscar Gutierrez is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has prior experience with Wfg dating back to 2001. Additionally, Gutierrez operates a separate business as a certified trainer specializing in personal leadership. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Stanley Robare is a CFP® accredited financial advisor with 17 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior roles include positions at Triad Hybrid Solutions and Triad Advisors, Inc., where he worked for over a decade. He also operates The Robare Group, an investment-related business focused on asset allocation, manager research, and client reviews. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing a mix of proprietary guidance and third-party platforms.

Martin Ferguson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Kestra Advisory since 2018, previously serving at Kestra Investment Services and Investment Professional Inc. Ferguson is also an owner of Kestra Advisory Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting its clients with due diligence across a variety of investment solutions.

Timothy Harden is a financial advisor with PNC Wealth Management in Houston, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining PNC Wealth Management and PNC Bank in 2026, he worked at JPMorgan Securities LLC from 2014 to 2025 and JPMorgan Chase Bank NA from 2012 to 2021. He also spent a year homemaking from 2025 to 2026. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution currently available as an invitation-only pilot for PNC Bank employees. The firm uses approved model strategies executed via mutual funds and ETFs with algorithm-driven risk assessment and annual rebalancing.

George Onami is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and is also involved with Technigee Consulting LLC, focusing on systems development and integration, as well as the Heartland Institute of Financial Education, where he participates in financial education activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party model portfolios and manages over $2 billion in assets under management across discretionary and non-discretionary programs.

Russell Appelget is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and WealthWave since 2022. Outside of advising, he serves as a director for Harris County Municipal Utility District 264 and is an adjunct instructor at Prairie View A&M University, where he teaches a personal finance course. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and supports its large advisor network through multiple program platforms.

Lauren Hoffman is a financial advisor at IEQ Capital, LLC with 12 years of industry experience. She holds the Series 66 and Series 65 designations. Her prior work includes roles at JPMorgan Chase Bank, N.A., Jpmorgan Securities LLC, Bank of America, N.A., and Merrill. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and non-profit organizations. The firm uses a centralized macroeconomic research process and constructs portfolios with a combination of liquid strategies, third-party independent managers, and private alternative investments.

Shawn Quiggins is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Voya since 2018 following a prior role at AXA Distributors. Outside of advising, he coaches high school lacrosse three evenings a week. Voya Financial Advisors, Inc. serves a diverse client base, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily providing non-discretionary recommendations across multiple program structures.